Custom Index Systems’s Williams Companies WMB Stock Holding History

Custom Index Systems’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.64M	Sell	22,471 -30	-0.1%	-$2.08K	0.71%	31
2025 Q4	$1.35M	Sell	22,501 -9,697	-30%	-$586K	0.6%	39
2025 Q3	$2.04M	Buy	32,198 +12,782	+66%	+$750K	0.61%	38
2025 Q2	$1.22M	Sell	19,416 -224	-1%	-$13.2K	0.58%	39
2025 Q1	$1.17M	Buy	19,640 +803	+4%	+$46K	0.6%	36
2024 Q4	$1.02M	Buy	18,837 +4,266	+29%	+$230K	0.55%	51
2024 Q3	$665K	Buy	14,571 +6,809	+88%	+$299K	0.36%	85
2024 Q2	$330K	Buy	+7,762	New	+$311K	0.19%	171

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Custom Index Systems's WMB Position: Q1 2026 in Review

Custom Index Systems reduced its Williams Companies (WMB) stake by 0.13% in Q1 2026, selling an estimated $2.08K and leaving 22,471 shares worth $1.64M. The position accounts for 0.71% of the portfolio, ranked #31.

Custom Index Systems first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Custom Index Systems held 22,471 shares of Williams Companies worth $1.64M as of Q1 2026.
Custom Index Systems sold 30 Williams Companies shares in Q1 2026, an estimated $2.08K.
Williams Companies made up 0.71% of Custom Index Systems's portfolio in Q1 2026, its #31 holding.
Custom Index Systems first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
Custom Index Systems's Williams Companies position peaked at $2.04M in Q3 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.